Category Archives: Personal Finance

Financial planning salary survey – sales skills no longer a must have

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac.  For several years, even decades, it was impossible for a financial planner or an adviser to find a job in the industry without an impressive sales track record or at least great sales … Continue reading Financial planning salary survey – sales skills no longer a must have →

Put it together

A multi-part marketing plan can make all the difference in your outreach efforts. By Marc H. Sencer, MD Doctors in a small group or solo practice rarely can afford to delegate their marketing efforts to the pros. For most, that means doing it themselves. This presents a dilemma because most doctors have little or no … Continue reading Put it together →